Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph R D'amore is a financial advisor registered with MML Investors Services, LLC. Joseph is a Certified Financial Planner and a Chartered Financial Consultant. Joseph has been in the industry since May 23, 2000 and has a history of employment at MSI Financial Services, Inc., New England Securities and Massachusetts Mutual Life Insurance Company. Joseph has state registrations in 16 states, including Texas, where Joseph also has a Uniform Investment Adviser Law Examination certification. In addition to working with clients at MML Investors Services, LLC, Joseph also provides consulting and tutoring for students preparing for the CFP exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
05/16/2022 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
12/18/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DANVERS MA)
MA
05/24/2000 - 12/21/2009
NEW ENGLAND SECURITIES (WAKEFIELD MA)
IA
Issued 02/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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